Catherine Morgan (CFP®)

Planning Specialties

Cat double majored in sociology and chemistry at The College of New Jersey, she started her career as an organic chemist in R&D at a flavors and fragrances company. Her original plan was to become a college chemistry professor, but her budding interest in personal finance soon became her focus and led to her beginning her career at Rockwood. Cat lives in Yardley, PA with her wife and enjoys spending her time exploring Bucks County and spending time with family.

NAPFA Start Date

February 11, 2021


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777